Audience
Compliance officers and teams at registered investment advisers, broker-dealers, private funds, exempt reporting advisers, and other financial services firms.
About RegReview.io
RegReview.io is a compliance management platform for registered investment advisers, broker-dealers, private funds, exempt reporting advisers, and other regulated firms, with dedicated versions for insurance, real estate, and private credit. It centralizes recurring and event-driven obligations in a compliance calendar with task tracking, jurisdiction and registration monitoring, document workflows, and calendar synchronization with Outlook, Google, and Apple Calendar. AI tools analyze uploaded documents, identify obligations, and help prepare checklists, marketing reviews, annual reviews, disclosures, and audit responses. Teams can manage questionnaires, vendor due diligence, employee and registration records, and evidence collection. Optional modules support email and instant-message supervision, AML, cybersecurity, licensing, and other compliance workflows. Plans serve individual users and teams, with consultant support available for firms seeking help managing compliance work.
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Pricing
Starting Price:
$79/user/month
Pricing Details:
Solo is $79/month for 1 user or $790/year. Starter is $149/month for up to 3 users, Pro is $399/month for up to 10 users, and Enterprise is $999/month for up to 25 users. A 14-day free trial is offered. Add-on modules and consulting services may have separate charges.
Free Trial:
Free Trial available.
Company Information
FIN Group
Founded: 2012
United States
fincompliance.io/regreview
Videos and Screen Captures
RegReview dashboard with AI compliance questions, module shortcuts, review tasks, and navigation.
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Product Details
Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Videos
Support
Phone Support
Online
RegReview.io Frequently Asked Questions
Q: What kinds of users and organization types does RegReview.io work with?
RegReview.io works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does RegReview.io support in their product?
RegReview.io supports these languages: English.
Q: What kind of support options does RegReview.io offer?
RegReview.io offers support via phone support and online.
Q: What other applications or services does RegReview.io integrate with?
RegReview.io integrates with: Apple Calendar, Claude, Google Workspace, Gmail, Google Calendar, Gemini, Microsoft Outlook, Microsoft Teams, Microsoft 365, OpenAI, Slack, and Zapier.
Q: Does RegReview.io have an API?
Yes, RegReview.io has an API.
Q: What type of training does RegReview.io provide?
RegReview.io provides training in the form of documentation, live online, webinars, and videos.
Q: Does RegReview.io offer a free trial?
Yes, RegReview.io offers a free trial.
Q: How much does RegReview.io cost?
Pricing for RegReview.io starts at $79/user/month.
